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Research Report

Research Report
September 6, 2019

Aerospace: Cost isn’t a Four-Letter Word

By: Carter Copeland  Cost will become an increasingly important aspect of the Aerospace OEM investment…
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Research Report
August 29, 2019

DE: John May in as CEO, Thoughts on Direction

By: Rob Wertheimer  Deere announced John May will be the next CEO, starting in November. …
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Research Report
August 19, 2019

Melius Macro Views: A Series of Rolling Recessions

By: Scott Davis  Folks, in the link below please find our latest Melius Macro Views…
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Research Report
August 15, 2019

GE: Putting Some Context in the “Fraud” Debate

By: Scott Davis GE has had a rough summer. Starting with a rather mediocre earnings…
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Research Report
August 12, 2019

Mining Equipment in 2Q19: Still Looks Better for CAT than Others

By: Rob Wertheimer  Parker Bay industry shipments of mining equipment for 2Q19 show a couple…
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Research Report
July 29, 2019

What Can Arrest the Slide? Probably Not Canada Edibles or Beverage Launches

By: Rob Wertheimer  Cannabis stocks have corrected 30-40% since May, and in some cases more.…
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Research Report
July 17, 2019

Take-Outs a Catalyst for Industrial Small Cap Value?

By: Scott Davis The catalyst for this note was last week’s announcement that plastic equipment…
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Research Report
July 15, 2019

Melius Macro Views: Industrials Already in Recession?

By: Scott Davis  Folks, in the link below please find our latest Melius Macro Views…
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